UWM Holdings Corp
UWMC- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001783398
No open-market purchases or sales by UWM Holdings Corp insiders were filed in the last 90 days; 293 institutions reported holding it in 13F filings for Q2 2026, worth $601.5M in total; Duquesne Family Office is the only superinvestor holding it.
13F holders, Q2 2024
Institutional positions in UWM Holdings Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 192
- +12 vs. Q1 2024
- Shares held
- 53.5M
- +3.70M (+7.4%) vs. Q1 2024
- Total value
- $371.1M
- +$9.36M (+2.6%) vs. Q1 2024
- New holders
- 32
- 68 more added
- Sold out
- 20
- 60 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UWMC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 293 | $601.5M |
| Q1 2026 | 285 | $751.0M |
| Q4 2025 | 297 | $948.2M |
| Q3 2025 | 257 | $1.05B |
| Q2 2025 | 230 | $561.8M |
| Q1 2025 | 242 | $655.8M |
| Q4 2024 | 225 | $503.6M |
| Q3 2024 | 219 | $621.0M |
| Q2 2024 | 192 | $371.1M |
| Q1 2024 | 183 | $362.7M |
| Q4 2023 | 183 | $338.5M |
| Q3 2023 | 165 | $207.3M |
| Q2 2023 | 160 | $234.1M |
| Q1 2023 | 159 | $194.4M |
| Q4 2022 | 154 | $119.7M |
| Q3 2022 | 134 | $102.7M |
| Q2 2022 | 145 | $125.2M |
| Q1 2022 | 146 | $187.4M |
| Q4 2021 | 158 | $182.3M |
| Q3 2021 | 138 | $188.3M |
| Q2 2021 | 141 | $229.2M |
| Q1 2021 | 97 | $192.6M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DDFG, Inc | 18,323 | $127.0K | 0.04% | +277+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $125.8K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 17,645 | $122.3K | 0.00% | +407+2.4% | Added |
| Amalgamated Bank | 17,291 | $120.0K | 0.00% | −842−4.6% | Reduced |
| Ronald Blue Trust, Inc. | 16,450 | $119.4K | 0.00% | +16,450 | New |
| Numerai GP LLC | 16,940 | $117.4K | 0.04% | +16,940 | New |
| Nebula Research & Development LLC | 16,849 | $116.8K | 0.02% | +16,849 | New |
| Arkadios Wealth Advisors | 16,641 | $115.3K | 0.01% | −500−2.9% | Reduced |
| Simplex Trading, LLC | 16,471 | $114.0K | 0.00% | +16,471 | New |
| Evergreen Capital Management LLC | 15,407 | $108.3K | 0.00% | −206−1.3% | Reduced |
| Wolverine Trading, LLC | 15,332 | $106.3K | 0.00% | +2,014+15.1% | Added |
| Global Retirement Partners, LLC | 15,180 | $105.2K | 0.00% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 15,160 | $105.1K | 0.02% | +15,160 | New |
| Royal Bank of Canada | 14,715 | $101.0K | 0.00% | −2,025−12.1% | Reduced |
| Commerce Bank | 14,301 | $99.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 13,466 | $93.3K | 0.01% | +34+0.3% | Added |
| Frank, Rimerman Advisors LLC | 13,460 | $93.3K | 0.01% | +13,460 | New |
| GTS Securities LLC | 13,388 | $92.8K | 0.00% | −10,108−43.0% | Reduced |
| McAdam, LLC | 12,721 | $88.2K | 0.01% | +1,758+16.0% | Added |
| Intech Investment Management LLC | 12,328 | $85.4K | 0.00% | +12,328 | New |
| Pitcairn Co | 12,073 | $83.7K | 0.01% | −2,704−18.3% | Reduced |
| HB Wealth Management, LLC | 11,524 | $79.9K | 0.00% | +1,082+10.4% | Added |
| Ameriprise Financial Inc | 11,332 | $79.1K | 0.00% | −61,533−84.4% | Reduced |
| JustInvest LLC | 11,222 | $77.8K | 0.00% | +1,013+9.9% | Added |
| Xponance, Inc. | 11,032 | $76.5K | 0.00% | +11,032 | New |
| Advisory Services Network, LLC | 10,972 | $76.0K | 0.00% | +10,972 | New |
| Walleye Capital LLC | 10,557 | $73.2K | 0.00% | −46,309−81.4% | Reduced |
| Cerity Partners LLC | 10,523 | $72.9K | 0.00% | +10,523 | New |
| Plante Moran Financial Advisors, LLC | 10,408 | $72.1K | 0.01% | +10,000+2,451.0% | Added |
| Ieq Capital, LLC | 10,360 | $71.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 10,300 | $71.4K | 0.00% | −30,100−74.5% | Reduced |
| Pathstone Holdings, LLC | 10,214 | $70.8K | 0.00% | +59+0.6% | Added |
| Good Life Advisors, LLC | 10,114 | $70.1K | 0.01% | −451−4.3% | Reduced |
| Financial Counselors Inc | 10,000 | $69.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,495 | $65.8K | 0.00% | −240−2.5% | Reduced |
| International Assets Investment Management, LLC | 7,500 | $52.0K | 0.00% | +7,500 | New |
| Quadrant Capital Group LLC | 6,843 | $47.4K | 0.00% | −460−6.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,829 | $47.3K | 0.00% | −359,543−98.1% | Reduced |
| CWM, LLC | 6,471 | $45.0K | 0.00% | +3,177+96.4% | Added |
| Russell Investments Group, Ltd. | 6,363 | $44.1K | 0.00% | +4,805+308.4% | Added |
| Signaturefd, LLC | 5,380 | $37.3K | 0.00% | +1,105+25.8% | Added |
| Atlas Capital Advisors LLC | 5,046 | $35.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,692 | $32.5K | 0.00% | +1,510+47.5% | Added |
| US Bancorp | 4,535 | $31.4K | 0.00% | −40−0.9% | Reduced |
| Barclays PLC | 4,443 | $30.8K | 0.00% | −15,486−77.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,963 | $27.5K | 0.00% | +3,963 | New |
| IFP Advisors, Inc | 3,788 | $26.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,101 | $20.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,653 | $18.0K | 0.00% | −54−2.0% | Reduced |
| Financial Connections Group, Inc. | 2,501 | $17.0K | 0.01% | +38+1.5% | Added |
| Coppell Advisory Solutions LLC | 2,357 | $16.3K | 0.00% | +2,357 | New |
| Lindbrook Capital, LLC | 2,332 | $16.2K | 0.00% | +1,057+82.9% | Added |
| Whittier Trust Co | 2,099 | $14.5K | 0.00% | +2,099 | New |
| Federation des caisses Desjardins du Quebec | 2,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,807 | $12.5K | 0.00% | +369+25.7% | Added |
| VisionPoint Advisory Group, LLC | 1,600 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,550 | $10.7K | 0.00% | −11,774−88.4% | Reduced |
| Corebridge Financial, Inc. | 1,516 | $10.5K | 0.00% | +1,516 | New |
| American National Bank | 1,500 | $10.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,386 | $9.61K | 0.00% | +1,386 | New |
| GWM Advisors LLC | 1,340 | $9.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,300 | $9.01K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,316 | $9.00K | 0.00% | +21+1.6% | Added |
| DHJJ Financial Advisors, Ltd. | 1,118 | $7.75K | 0.00% | +17+1.5% | Added |
| Spire Wealth Management | 1,000 | $6.93K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $6.93K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 997 | $6.91K | 0.00% | +16+1.6% | Added |
| Voisard Asset Management Group, Inc. | 955 | $6.62K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 719 | $5.67K | 0.00% | −1,599−69.0% | Reduced |
| Fortitude Family Office, LLC | 774 | $5.36K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 633 | $4.39K | 0.00% | +9+1.4% | Added |
| Hexagon Capital Partners LLC | 577 | $4.00K | 0.00% | +577 | New |
| Global Financial Private Client, LLC | 502 | $3.48K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 450 | $3.12K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 456 | $3.08K | 0.00% | +71+18.4% | Added |
| SRS Capital Advisors, Inc. | 362 | $2.51K | 0.00% | +362 | New |
| Parkside Financial Bank & Trust | 292 | $2.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 216 | $1.89K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 270 | $1.87K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 206 | $1.73K | 0.00% | +117+131.5% | Added |
| Tradewinds Capital Management, LLC | 200 | $1.39K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $1.39K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 190 | $1.32K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 190 | $1.32K | 0.00% | +190 | New |
| Ci Investments Inc. | 158 | $1.00K | 0.00% | −8−4.8% | Reduced |
| Clearstead Advisors, LLC | 138 | $957 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 118 | $818 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 86 | $624 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $70 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 10 | $69 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $14 | 0.00% | +2 | New |
| PrairieView Partners, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −297,345−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −195,308−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −153,200−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −132,365−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −93,198−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −45,680−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −40,900−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −28,345−100.0% | Sold out |